Schwab Dividend Equity Fund™ (SWDSX) - Large Value fund with $629.93 Million in assets. The fund allocates 31.67% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is JPMorgan Chase Co at 3.70% of total assets. This is followed by Exxon Mobil Corp (3.42%) and Broadcom Inc (3.21%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| JPMorgan Chase Co | 3.70% | - | - |
| Exxon Mobil Corp | 3.42% | - | - |
| Broadcom Inc | 3.21% | - | - |
| Coca-Cola Co/The | 2.96% | - | - |
| Chevron Corp | 2.77% | - | - |
| Morgan Stanley | 3.84% | - | - |
| Philip Morris International Inc | 3.04% | - | - |
| Microsoft Corp | 3.20% | - | - |
| Lockheed Martin Corp | 2.76% | - | - |
| Procter Gamble Co/The | 2.77% | - | - |
| Walmart Inc | 3.56% | - | - |
| Blackrock Inc | 2.60% | - | - |
| International Business Machines Corp | 2.72% | - | - |
| Duke Energy Corp | 2.72% | - | - |
| Johnson Johnson | 2.65% | - | - |